Financial reporting software
Adopt is AI native financial reporting software. It produces your balance sheet, income statement and cash flow statement from reconciled books, for any period, and shows how every number was built.
What financial reporting software has to get right.
Statements from reconciled books. Reports are built on accounts that already tie to the bank.
Any period, any basis. Pick a period and get the balance sheet, income statement and cash flow statement together.
Your chart of accounts, as written. Your account codes are kept exactly as you wrote them and shown beside every line.
Numbers that admit a problem. If the balance sheet does not balance, the report says so and names the difference.
Adopt builds the reports. You review them.
Adopt is AI native, so the preparation runs for you in the background. Your time goes to review, not data entry.
Connect your accounts
Link bank, card and payment accounts and set up your chart of accounts.
Keep the books current
Transactions are categorized and reconciled as they come in, with your approval.
Generate statements
Balance sheet, income statement and cash flow statement for the period you choose.
Review and share
Check the figures against their source, then share them with your team or board.
Reports that show their working
The basis on the face
Period, basis and fiscal convention are printed on every statement.
Provisional until it balances
An out-of-balance report says so, names the difference and labels the figures provisional.
You approve every entry
The entries behind every report were approved by your team.
FAQs
It turns your books into financial statements: the balance sheet, income statement and cash flow statement. Adopt builds them from reconciled accounts and shows the support behind each line.
Balance sheet, income statement and cash flow statement, for any period you choose.
Every entry behind the reports was approved by your team, and every account is reconciled to its source. If something does not tie out, the report tells you.
No. Adopt works on its own. A business without any accounting system can start on Adopt and keep its books there.
Yes. You can start free and connect your first accounts without talking to sales.
Statements you can stand behind.
You approve every entry.
Start free and connect your first account. Adopt works on its own, so you do not need another accounting system to begin.
